“两集中”供地火爆引发楼市异动重庆4月房价涨幅全国居首

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更新于 2021-06-10 09:30
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轰轰烈烈的“两集中”供地大幕徐徐拉开，其对房价真正的影响也逐渐显现。 5月17日，国家统计局发布2021年4月份70个大中城市商品住宅销售价格变动情况。数据显示，70个城市中，有62个城市新建商品住房价格上涨，3个城市持平，5个城市价格下调。其中，尤为引人关注的是，刚刚结束了一场火爆土拍的重庆，以1.4%的一手房涨幅、1.3%的二手房涨幅成为4月份全国房价上涨最多的城市。4月28-29日，重庆首次集中土拍，主城区46宗地块成交金额达超过635亿元，最高溢价率接近130%，平均溢价率也超过40%。 “其实主要还是因为重庆过去两年平静了一波，所以潜在需求量很大。加之重庆本身房价绝对水平相对低于其他城市，在其他城市政策收紧的情况下，重庆市场更容易活跃。”易居研究院智库中心研究总监严跃进对《华夏时报》记者表示，“所以重庆这次上涨的本质其实和许多大城市的逻辑相似，是因为各类资金加快进入市场。” 土地过热引起房价异动 2月底，为坚持房子是用来住的、不是用来炒的定位，租购并举、因城施策，促进房地产市场平稳健康发展，自然资源部在22个城市推行集中发布出让公告、集中组织出让活动的“两集中”供地。4月中旬至5月中旬，上述城市迎来了2021的首场“两集中”土拍。目前，北京、广州、杭州、重庆、无锡、沈阳、长春、天津、福州、青岛、深圳、杭州等12个城市已完成首批集中供地。不过从结果来看，各个城市集中供地仍然呈现“旱的旱死，涝的涝死”的两极分化态势：重庆、杭州等地，不仅拍出了高总价，而且诞生了新的“地王”；长春、青岛等非热门城市的土拍明显遇冷，整体溢价率不高，部分地块还出现了流拍。其中，此前楼市较为平静的重庆这次土拍尽显狂热，受到了市场的广泛关注。2020年重庆土拍最高楼面价为1.4万/平米左右，此次集中供地中，原本房价较高的中央公园板块再次突破了天花板，有两块地单价超过1.5万/平米。另一热门板块西永新拍出的7宗土地中出现了6宗“万元地”，本次土拍中溢价率最高的一块也出自这里。目前，该板块最高的楼面价已经超过了在售新盘的价格，“面粉贵过面包”的价格倒挂又将在这里上演。土地的热潮带来了房价的异动。安居客数据显示，4月西永地区二手房均价10392元/平米，环比上涨2.77%，同3月份相比涨幅直接翻倍。统计局的数据也显示，自2019年5月后，重庆一手房房价已经将近2年时间未突破过1%。 “部分城市的土地过热，会带来房价上涨的可能性。”中原地产首席分析师张大伟对记者表示。 “小阳春”能持续多久？而从全国的数据看，一、二线城市成为4月楼市的绝对热点。4个一线城市新建商品住宅销售价格环比上涨0.6%，涨幅比上月扩大0.2个百分点。31个二线城市新建商品住宅和二手住宅销售价格环比分别上涨0.6%和0.5%，涨幅比上月均扩大0.1个百分点。严跃进指出，虽然近期各大热点城市纷纷收紧了政策，但是从70个城市的数据看，部分政策相对宽松城市有炒作的现象，房价继续反弹。这也要求后续在既有调控基础上，对一些出现上涨苗头的城市做进一步的管控。从实际过程看，双集中供地下的高溢价现象也需要在第二季度积极给予关注，后续稳地价工作需要常抓不懈。张大伟认为，从全国市场看，2021年小阳春已经出现，预计2021年上半年房价继续上涨的趋势依然持续，但越来越收紧加码的调控政策有望平稳市场。房价会继续放缓。一线城市有已经成为一季度房价上涨龙头，但包括深圳、上海这些上涨龙头开始强监管二手房价格、经营贷，后续市场有望逐渐平稳。整体看，3-4月份很可能是这一轮房价上涨的高峰期，随着住建部约谈多城市的加码调控，未来房价涨幅有望放缓。 /weibo.COM/ttarticle/p/show?id=2309404637914205389008 /weibo.COM/ttarticle/p/show?id=2309404637914209583736 /weibo.COM/ttarticle/p/show?id=2309404637914209583442 /weibo.COM/ttarticle/p/show?id=2309404637914209583291 /weibo.COM/ttarticle/p/show?id=2309404637914209583176 /weibo.COM/ttarticle/p/show?id=2309404637914209583474 /weibo.COM/ttarticle/p/show?id=2309404637914205127031 /weibo.COM/ttarticle/p/show?id=2309404637914205127113 /weibo.COM/ttarticle/p/show?id=2309404637914205389003 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